Real Experts. Real Guidance. Real Tax Education.

Eve Davis, EA, LTC is an Oregon licensed Tax Consultant and an Enrolled Agent. She started her career as a tax preparer in 1996. In 1999, she and her husband Peter opened In or Out TaxService Inc. in Portland, Oregon. In the last 5 years, both of their twin daughters joined the firm, making it a true family business. In or Out Tax Service Inc. prepares over 900 returns annually. The clientele includes individuals, small businesses and hundreds of pass-through entities such as S-corporations and Partnerships.

During his four decades of practicing tax law, Frank Agostino has been the driving force behind many successful lawsuits that sought to establish fair tax enforcement principles for taxpayers.Frank has extensive courtroom experience, litigating more than 100 tax matters, several of which established important precedents for taxpayers. Frank defended the taxpayer in a landmark suit, Commissioner v. Zuch, 145 S.Ct. 1707 (2025),in which the U.S. Supreme Court established that the U.S. Tax Court has limited jurisdiction over certain tax enforcement matters. Similarly, in Chai v. Commissioner, 851 F.3d 190, 2nd Cir. 2017, Frank helped to establish that the IRS must obtain supervisory approval before imposing penalties in tax deficiency proceedings. In those and other significant cases, Frank’s challenges to government enforcement processes resulted in precedents that have changed the way the IRSand Tax Court do business, while equipping tax lawyers with new arguments with which to defend their clients. Because of Frank’s stellar reputation in the tax bar, he has been ranked in Chambers in Band 1for Tax: Fraud Nationwide (USA) and in Band 1 for High Net Worth Private Client: Tax. Before joining Kostelanetz, Frank was the president and founder of Agostino & Associates, a well-known tax controversy firm in New Jersey. Prior to entering private practice, Frank was an attorney with the Internal Revenue Service’sDistrict Counsel in Springfield, Illinois and Newark, New Jersey. He also served as a SpecialAssistant United States Attorney, where he prosecuted primarily criminal tax cases. As an adjunct professor, Frank taught tax controversy at Seton Hall University W. Paul StillmanSchool of Business and Rutgers School of Law. He also served as the co-director of the Rutgers Federal Tax Law Clinic. Frank is a frequent speaker and author on tax controversy and litigation matters. He serves on theAdvisory Board of the Journal of Tax Practice and Procedure. Frank is actively involved with theAmerican Bar Association and the New York County Lawyers’ Association. Frank is also the President of Taxpayers Assistance Corp., which provides tax and legal advice to low-incometaxpayers in the NY/NJ area.

Fred is a CPA with 25 years of experience in the industry. Despite his advanced age, he manages to remain spritely. He enjoys windsurfing, mixed martial arts and macramé. Fred is an active member of PETA and enjoys a vegan lifestyle. Fred has been the fearless leader of the BQ team since 2007.

Lecturer and Accounting Program Director, California Lutheran University. Attorney, Enrolled Agent, and CPA. Active member of the California Society of Enrolled Agents, San Fernando Valley Chapter (past chapter president and current state director) and the National Association of Enrolled Agents. MBA (2022). Masters in Taxation (2016). Fellow of the National Tax Practice Institute (2015).

Jamie Gruol is a problem solver. As a TaxDome Guru, she co-created Workflows For Tax ProsTM, which has impacted the lives and practices of over 600 Tax Professionals, Accountants, and Bookkeepers in its first two years. Jamie believes that automation is the only way to build a business that is both profitable and creates time freedom.With a background in accounting, an MBA, and over a decade of software implementation, Jamie has brought her invaluable experience into the Accounting arena to help the deserving small practice superheroes of the industry to have the same automation innovation and efficiencies as the industry behemoths without the overhead of an IT team.Jamie lives in the mountains of Vermont with her husband, Mike, and two children. When not adventuring with her family, Jamie can be found mountain biking, hiking, skiing, or gardening.

Jamie Jorgenstone is a Certified Public Accountant and Calyx CPA's Chief Technical Officer. Jamie holds a B.S. in Public Accounting and a minor in Economics, earned from Southern Oregon University, and has dedicated the bulk of her professional career to researching IRC Section 280E, helping business owners in the cannabis space navigate the complexities of the tax code, and developing strategies to save business owners money while staying compliant. Jamie is the primary author of the methodologies currently being employed by Calyx to help the cannabis and psychedelics industry mitigate the impacts Section 280E.

Jane Ryder, EA, CPA is a national speaker on many accounting, tax, and business compliance topics. She runs her CPA firm, Brass Tax Ryder Professional Group, Inc.in San Diego, California. Brass Tax (not affiliated with Brass Tax Presentations) has been providing tax and accounting services since 1980.Brass Tax is a business centric practice, preparing and consulting on the preparation of Corporations, S corporations, LLCs, Partnerships, and Trusts. She also specializes in IRS and state agencies collections, audit appeals, offers in compromise, and other compliance related matters.

Jared Foos has been a tax preparer for over 12 years and an enrolled agent with the IRS since 2018. He is the owner of Foos-Garvin Accounting, Inc. and serves in various tax affiliated associations. Mr. Foos is an instructor for many educational associations including NATP and OSU.

Jaye E Tritz, EA, CFP ® holds a bachelor’s degree from Northwestern University and hasrecently retired from active tax practice. She was formerly a multi-unit franchise ownerwith H&R Block, having been twice honored as National Franchisee of the Year by thatcompany. During her thirty-one-year career as a tax preparer, she earned her EnrolledAgent designation in 1997 and became an NTPI Fellow in 2010. Jaye is also a CertifiedFinancial Planner and holds Series 6, 7, and 63 securities licenses. Jaye has been anationally recognized instructor and presenter for over 15 years.